GRP
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Global Retirement Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Global Retirement Partners’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-971
Closed -$19K – 1667
2020
Q1 		$19K Hold
971
– – ﹤0.01% 814
2019
Q4 		$27K Hold
971
– – ﹤0.01% 835
2019
Q3 		$26K Buy
+971
New +$25.4K ﹤0.01% 808
2018
Q4 		– Sell
-1,027
Closed -$30K – 1505
2018
Q3 		$30K Buy
1,027
+633
+161% +$18.6K 0.01% 693
2018
Q2 		$11K Hold
394
– – ﹤0.01% 975
2018
Q1 		$10K Buy
+394
New +$10.5K ﹤0.01% 968

Other funds holding ISMD

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's ISMD Position: Q2 2020 in Review

Global Retirement Partners sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2020, closing a stake of 971 shares — an estimated $19K sold.

Global Retirement Partners first reported a position in ISMD in Q1 2018 and held it in 6 quarters. The position peaked at $30K in Q3 2018. 33 funds tracked by Wall St. Rank hold ISMD as of Q2 2020.

  • Global Retirement Partners reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2020 after selling out during the quarter.
  • Global Retirement Partners sold 971 Inspire Small/Mid Cap Impact ETF shares in Q2 2020, an estimated $19K.
  • Global Retirement Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2018 and held it in 6 quarters.
  • Global Retirement Partners's Inspire Small/Mid Cap Impact ETF position peaked at $30K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2020.

Based on Global Retirement Partners's 13F filing for Q2 2020, filed 13 Jul 2020.